Inflation and aeronautics
What’s the difference between a conspiracy theory and truth? These days, about 3 weeks. Some of the things I love about investing are the...
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James Crombie
- Nov 3, 2022
- 8 min
Activists at the Gate, part 2
Readers, welcome back. Last time, I mentioned Boris Johnson, a somewhat prophetic statement as he nearly became Prime Minister of the UK...
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James Crombie
- Oct 17, 2022
- 6 min
Activists at the Gate, part 1
Readers, I come to you from Stradbroke Island where I am attempting surf after a three-year hiatus. British readers, I’m not sure why...
406 views1 comment
James Crombie
- Sep 12, 2022
- 3 min
G&T: Guns & Tinned food
(This post is not investment advice - do your own work before taking any position) Love will win in the end. It might be the love between...
178 views1 comment
James Crombie
- Jan 25, 2022
- 2 min
Paths and destinations
Readers, What a year. Again. And already, it would seem. Putin is holidaying on Europe’s doorstep, an area so dangerous he saw fit to...
250 views0 comments
James Crombie
- Dec 16, 2021
- 5 min
Quotes of 2021
Well, here we are: so close to the end of the year that just about everyone has decided “it can wait until next year”. Important seasonal...
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James Crombie
- Dec 9, 2021
- 8 min
Technokings and thunderstorms
As the Technoking once tweeted: “SEC: three word acronym. Second word is “Elon’s” … the SEC didn’t blink. Short side investing In the...
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James Crombie
- Nov 22, 2021
- 4 min
The Emperor's New Clothes
If you’re at a cocktail party and there’s a naked man wandering about, but no one is paying attention to him, don’t assume they can’t see...
263 views0 comments
James Crombie
- Nov 2, 2021
- 4 min
"Transitory"
The year is 2025. Pints costs £2,000. The trillion dollar coin has just been minted. Anyone suggesting inflation is not transitory is...
590 views0 comments
James Crombie
- Oct 4, 2021
- 5 min
Focus
It's not a competition for the best research, it’s a competition for the best returns. In this post, I’ll look at an important aspect of...
281 views0 comments
James Crombie
- Aug 17, 2021
- 18 min
Address to incoming LBS Masters in Finance class
On the 16th of August, I had the pleasure of delivering an address to the incoming Masters in Finance class at London Business School....
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James Crombie
- Aug 10, 2021
- 1 min
Unity Software (U US)
This is not investment advice. I've taken a long position in Unity Software - a US software company offering a platform for creating and...
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James Crombie
- Mar 10, 2021
- 5 min
The perfect pitch
As Henry VIII said to his wives: “I won’t keep you long” I was mentoring some London Business School students last week in the black art...
1,202 views0 comments
James Crombie
- Jan 28, 2021
- 3 min
Mike Tyson vs Andre the Giant
“If Andre the Giant has his boot on Mike Tyson’s neck, who’s the better boxer?” With all the chatter about Gamestop (not to mention the...
341 views0 comments
James Crombie
- Jan 22, 2021
- 3 min
Technogym
NB: this is a sample of my work, not investment advice. Do your own research before taking a position in any of the securities mentioned...
300 views0 comments
James Crombie
- Jan 19, 2021
- 5 min
Love Affairs and Horse Racing
“There is no such thing a liking a horse to win a race, only an attractive discrepancy between its odds and its price” This phrase...
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James Crombie
- Jan 4, 2021
- 5 min
Right and Wrong
"If you throw 100 lit matches into a dynamite factory and live to tell the tale, it doesn't mean it was a good idea." I’ve often heard...
310 views0 comments
James Crombie
- Dec 22, 2020
- 9 min
Keeping score at tennis: a look at investment valuation methods
The hardest part of writing an investing blog is starting it. So when I sat down to pen the first Blog post I actually wrote four...
908 views1 comment
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